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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
PDS Planning
Ohio
$107K +$5.11K +620 +5%
TFS
302
Thoroughbred Financial Services
Tennessee
$107K +$108K +13,102 New
BA
303
Ballew Advisors
Mississippi
$107K +$25 +3 +0%
SRC
304
Sage Rhino Capital
California
$107K -$6.09K -739 -5%
YIH
305
Y-Intercept (HK)
Hong Kong
$106K +$107K +12,926 New
AAM
306
Aureus Asset Management
Massachusetts
$104K +$429 +52 +0.4%
EFS
307
Essex Financial Services
Connecticut
$103K +$1.21K +147 +1%
QPWM
308
Quadrant Private Wealth Management
Pennsylvania
$103K -$119K -14,384 -54%
BSW
309
Buckingham Strategic Wealth
Missouri
$102K -$2.71K -329 -3%
WIS
310
Wright Investors Service
Connecticut
$101K -$5.12K -621 -5%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$101K +$12.1K +1,469 +14%
BFG
312
Bleakley Financial Group
New Jersey
$101K -$2.21K -268 -2%
SAG
313
SageView Advisory Group
California
$100K +$100K +12,175 New
Lazard Asset Management
314
Lazard Asset Management
New York
$98K
KP
315
Keel Point
Alabama
$97.8K +$981 +119 +1%
EWM
316
Endowment Wealth Management
Wisconsin
$96.3K -$82 -10 -0.1%
IF
317
Ironwood Financial
Arizona
$94.7K
SC
318
Saturna Capital
Washington
$94.6K
EM
319
Excalibur Management
Massachusetts
$94.2K -$1.85K -225 -2%
FFO
320
Fiduciary Family Office
Florida
$94K +$94.2K +11,423 New
HW
321
Hancock Whitney
Mississippi
$93.4K
SCP
322
Sivia Capital Partners
California
$93.1K +$93.3K +11,317 New
ESB
323
Essex Savings Bank
Connecticut
$92.7K +$4.33K +525 +5%
BW
324
Bison Wealth
Georgia
$91.6K -$19.7K -2,392 -18%
ASN
325
Advisory Services Network
Georgia
$91.5K -$46.4K -5,625 -34%